The Western Alliance is proud to announce CPIA designation courses will be available via webinar format beginning in January 2024 at  


Check our calendar of events for course informatioin.  

Registrations will be open soon!

CPIA - Certified Professional Insurance Agent

Empowering Insurance Professionals into the Future

The CPIA designation is first-of-its-kind, hands-on, how-to training. To earn the CPIA designation candidates are required to participate in a series of three, one-day seminars THE BEST PART IS NO EXAMS!
Completion is due three years from the first course.

These seminars are designed to enhance the ability of producers, sales support staff, and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce sales results immediately.

While not a requirement, it is recommended that courses are taken in order.E&O Discounts apply for Utica National Policy Holders.

Each of the 3 courses are approved for 7 CE in
AZ | CA | ID | MT | NM | NV | OR | WA

Course Modules

Position for Success

Implement for Success

Sustain Success

During this workshop, participants focus on internal and external factors affecting
the creation of effective business development goals.

Factors discussed include:

current state of the insurance                 marketplace

competitive pressures

insurance carrier underwriting criteria

consumer expectations.

During this workshop, participants learn:

specific tools for analyzing consumer needs

how to utilize risk identification techniques to gather pertinent prospect

skills necessary to assimilate information gathered into customized coverage recommendations

how to prepare a complete submission

tips for preparing and presenting a comprehensive insurance proposal

This workshop focuses on fulfilling the implied promises contained in the insuring agreement.

Participants will:

review methods of providing evidence of insurance coverage

discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints

learn how to calculate the lifetime value of a client and techniques for generating referrals.

CPIA Update Requirement

The Certified Professional Insurance Agent designation stands for professionalism, commitment to professional training and results, and technical knowledge. To maintain the right
to use the CPIA designation, designees must complete an update on an annual basis * or maintain a Ruby, Sapphire or Diamond level membership with the CPIA Program.

* CPIA 1, CPIA 2, CPIA 3, Special Topics:

An Agent’s Guide to Understanding and Mitigating Cyber Exposures

Disaster and Continuity Planning for Business and Families

An E&O Loss Control Program for Agencies

Several PIA Western Alliance state insurance commissioners are in key positions on National Association of Insurance Commissioners (NAIC) committees. NAIC President and Connecticut Insurance Commissioner Andrew Mais announced the committee appointments late last week.

“Through the NAIC’s committee structure, state insurance regulators collaborate to set standards and ensure fair, competitive, and healthy insurance markets to protect consumers,” Mais said. “NAIC committee assignments help build a strong foundation for the overall success of our committee work throughout the year, and I thank all of our committee members for their willingness to serve.”

Arizona Department of Insurance and Financial Institutions Cabinet Executive Officer is the co-vice chair of the Market Regulation and Consumer Affairs Committee.

Andrew Stolfi, the director and insurance commissioner of the Oregon Department of Consumer and Business Services is the co-vice chair of the Financial Regulation Standards and Accreditation Committee.

The International Insurance Relations Committee co-vice chair is Dean Cameron, Director, Idaho Department of Insurance.

You can contact the NAIC and the commissioners in these committees here:

444 North Capitol Street NW, Suite 700

Washington, DC 20001

Switchboard Hours:

8:30 a.m. – 5:00 p.m. (EST)

Monday – Friday

Phone: (202) 471-3990

Here is the committee list:

Life Insurance and Annuities Committee

Chair: Judith L. French, Director, Ohio Department of Insurance

Co-Vice Chair: Doug Ommen, Commissioner, Iowa Insurance Division

Co-Vice Chair: Carter Lawrence, Commissioner, Tennessee Department of Commerce and Insurance

Health Insurance and Managed Care (B) Committee

Chair: Anita G. Fox, Director, Michigan Department of Insurance and Financial Services

Co-Vice Chair: Grace Arnold, Commissioner, Minnesota Department of Commerce

Co-Vice Chair: Glen Mulready, Commissioner, Oklahoma Insurance Department

Property and Casualty Insurance (C) Committee

Chair: Alan McClain, Commissioner, Arkansas Department of Commerce, Arkansas Insurance Department

Co-Vice Chair: Michael Conway, Commissioner, Colorado Department of Regulatory Agencies, Division of Insurance

Co-Vice Chair: Michael Yaworsky, Commissioner, Florida Office of Insurance Regulation

Market Regulation and Consumer Affairs (D) Committee

Chair: Jon Pike, Commissioner, Utah Insurance Department

Co-Vice Chair: Barbara D. Richardson, Cabinet Executive Officer, Arizona Department of Insurance and Financial Institutions

Co-Vice Chair: Trinidad Navarro, Commissioner, Delaware Department of Insurance

Financial Condition (E) Committee

Chair: Nathan Houdek, Commissioner, Wisconsin Office of the Commissioner of Insurance

Co-Vice Chair: Michael Wise, Director, South Carolina Department of Insurance

Co-Vice Chair: Cassie Brown, Commissioner, Texas Department of Insurance

Financial Regulation Standards and Accreditation (F) Committee

Chair: Lori K. Wing-Heier, Director, Alaska Department of Commerce, Community, and Economic Development, Division of Insurance

Co-Vice Chair: Sharon P. Clark, Commissioner, Kentucky Department of Insurance

Co-Vice Chair: Andrew R. Stolfi, Director/Insurance Commissioner, Oregon Department of Consumer and Business Services

International Insurance Relations (G) Committee

Chair: Gary D. Anderson, Commissioner, Massachusetts Office of Consumer Affairs and Business Regulation, Division of Insurance

Co-Vice Chair: Dean L. Cameron, Director, Idaho Department of Insurance

Co-Vice Chair: Eric Dunning, Director, Nebraska Department of Insurance

Innovation, Cybersecurity, and Technology (H) Committee

Chair: Kathleen A. Birrane, Commissioner, Maryland Insurance Administration

Co-Vice Chair: Chlora Lindley-Myers, Director, Missouri Department of Commerce and Insurance

Co-Vice Chair: Kevin Gaffney, Commissioner, Vermont Department of Financial Regulation

Source link: NAIC —